Wealthspire Advisors (New York)’s Icahn Enterprises IEP Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IEP Stock Details IEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,858	Closed	-$286K	–	606
2023 Q2	$286K	Hold	9,858	–	–	﹤0.01%	464
2023 Q1	$510K	Buy	9,858 +12	+0.1%	+$635	0.01%	354
2022 Q4	$499K	Buy	9,846 +398	+4%	+$20.8K	0.01%	366
2022 Q3	$469K	Buy	+9,448	New	+$488K	0.01%	342

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s IEP Position: Q3 2023 in Review

Wealthspire Advisors (New York) sold out of Icahn Enterprises (IEP) in Q3 2023, closing a stake of 9,858 shares — an estimated $286K sold.

Wealthspire Advisors (New York) first reported a position in IEP in Q3 2022 and held it in 4 quarters. The position peaked at $510K in Q1 2023. 137 funds tracked by Wall St. Rank hold IEP as of Q3 2023.

Wealthspire Advisors (New York) reported no remaining Icahn Enterprises position as of Q3 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 9,858 Icahn Enterprises shares in Q3 2023, an estimated $286K.
Wealthspire Advisors (New York) first reported a position in Icahn Enterprises in Q3 2022 and held it in 4 quarters.
Wealthspire Advisors (New York)'s Icahn Enterprises position peaked at $510K in Q1 2023.
137 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2023, filed 6 Nov 2023.